Beacon Financial Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Beacon Financial Partners provides investment advisory and financial planning services to individual clients. The firm offers portfolio management, wealth management and standalone financial planning, and also accepts hourly consulting engagements.
Clients are served under written financial planning, asset management or wealth management agreements, with ongoing portfolio management tailored to individual objectives. The brochure describes the firm's methods of analysis and investment strategies and states that it acts in a fiduciary capacity when providing advisory services.
The firm serves a relatively small client base — about 26 client relationships with roughly $27.6 million in assets under management — and documents multiple engagement types, including hourly consulting. Its brochure also addresses a range of fee and billing topics (including mutual fund expense ratios and a section on performance‑based fees), which may indicate availability of alternative fee arrangements and an emphasis on fee disclosure.
Client services
Fee options
$0 - $499,999: Not accepted as clients $500,000+: 1.0% annually
$250 per hour for hourly consulting services
Account minimum: $500,000 Fee-only: 1.00% annually for asset management fee
Main office
Huntington Beach CA
Advisors at this office
1
Most active in
California
Also doing business as
Beacon Financial Partners · Beacon Financial Partners, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)